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Personal Wealth Partners’s RTX Corp RTX Stock Holding History

Personal Wealth Partners’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-299
Closed -$26K – 336
2021
Q2 		$26K Buy
+299
New +$25.2K 0.01% 195
2020
Q1 		– Sell
-860
Closed -$81K – 503
2019
Q4 		$81K Hold
860
– – 0.03% 114
2019
Q3 		$74K Buy
860
+423
+97% +$35.1K 0.03% 128
2019
Q2 		$36K Buy
+437
New +$36.5K 0.02% 146

Other funds holding RTX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's RTX Position: Q3 2021 in Review

Personal Wealth Partners sold out of RTX Corp (RTX) in Q3 2021, closing a stake of 299 shares — an estimated $26K sold.

Personal Wealth Partners first reported a position in RTX in Q2 2019 and held it in 4 quarters. The position peaked at $81K in Q4 2019. 2,044 funds tracked by Wall St. Rank hold RTX as of Q3 2021.

  • Personal Wealth Partners reported no remaining RTX Corp position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 299 RTX Corp shares in Q3 2021, an estimated $26K.
  • Personal Wealth Partners first reported a position in RTX Corp in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's RTX Corp position peaked at $81K in Q4 2019.
  • 2,044 funds tracked by Wall St. Rank held RTX Corp as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.